Advisory Areas 

  Corporate Board and Advisory Positions 

AT PE FUND LEVEL

Portfolio management

  • White spaces​, investment thesis, market assessments

Acquisition reviews

  • Valuation, talent, technology, operations, sales channel, brand assessment, customer surveys

Investment strategies

  • Leverage ratios​, alternative financing

Exit strategies

  • Development of high impact CIMs

  • Q of E oversight

  • Preparing management teams for presentation

  • Selection of bankers (direct sale strategies)

 

PORTFOLIO COMPANY LEVEL

M&A

  • Valuation​

  • Growth strategy

  • Leadership assessment

  • Technology assessment

Strategy

  • Five forces; Competitive assessment

  • Growth options

Sales and Marketing

  • Channel assessment (Reps vs. Direct vs. Dist)

  • Sales training

  • Pricing strategies

  • Branding

  • CRM systems

Financial oversight

  • Deep understanding of financial statements

  • Techniques to expose hidden cost

Technology assessment

  • New product development process

  •  Technology review / revamp

Operational excellence

  • Net labor eficiency, overall operational
    effectiveness, total effective equipment
    performance

  • Lean processes, queue time reduction

  • Quality systems

Leadership Development

  • Entry and mid-level manager training

  • Senior leadership development

 

 

GrayCliff Partners (Since August 2021) -

Operating Advisor to the PE firm's portfolio of companies.

 

Mustang Extreme (Since May 2020) - Board Member focused on growth strategies for

environmental services and composite mats reseller- PE backed.

Worldwide Electric (Since March 2020) - Executive Chairman pinpointing strategic growth for distributor of electric motors​ - PE backed.

Xaloy (Since Jan 2021) - Advisor. Assisted with Due Diligence. Now honing improvment of profitability, and growth strategy for PE backed bimetalllic components manufacturer.

Mobilicis (Since Oct 2020) - Board Member for

Mobile Telecom Carrier Services Provider advising on new product and target market strategy.

YagnaiQ (Since 2019) - Advisor for SaaS sales acceleration platform utilizing multi-vendor historical sales transactions data, namely Installed Base Data (IB), to churn new Up-sell / Cross-sell opportunities with the help of its analytics and machine learning capabilities.

Signature Systems (2017 - October 2020) - CEO and Board Member for composite matting manufacturer. Grew revenue 1.5x; EBITDA 7x. Sold company for 5x MOIC. Continuing to drive growth with new investors.

Horsburgh & Scott (2014 - 2017) -

CEO and Board Member, drove a turnaround

Non-profits

Calcutta Rescue (Since 2007)

Board member for Orphanage in Calcutta, India

  • Fund-raising and special projects

North Texas Food Bank (Since 2019)

Advisory Board Member

  • NTFB distributes donated, purchased and prepared foods through a network of nearly 1,000 feeding programs and 262 Partner Agencies in 13 North Texas counties.